Haemonetics (HAE) Stock Forecast & Price Target

Haemonetics Corp is experiencing significant growth primarily in its plasma and hospital segments, with the plasma business (excluding CSL) achieving double-digit growth driven by market share gains and improved pricing strategies related to key product upgrades. The company's hemostasis management business also saw a remarkable 27% growth in the U.S., underscoring strong demand within this sector. Furthermore, specific products such as the VASCADE MVP and VASCADE MVP XL have shown impressive growth rates of 28%, indicating a robust product demand that contributes to the overall positive outlook for the company's financial performance.

Haemonetics Corp is facing significant financial challenges, as evidenced by a reported decline of 21.7% in overall revenue due to divestitures, compounded by an anticipated 3% to 6% decline in total reported revenue for FY/26. Furthermore, the company’s reliance on organic growth—projected at 6% to 9% excluding CSL impact—raises concerns about sustainability amidst a competitive landscape, particularly in the blood center segment. These factors, alongside the expectation of an 8.8% decline in quarterly revenue, indicate a fundamentally negative outlook for the company's stock performance.